20 Best jobs in Baldwin Park, CA (Hiring Now!)

Wealth Management Advisory Consultant II
TIAA —Pasadena, CA
Reviews client information, including financial statements, risk investment profile and cash availability. MoneyGuidePro, and or experience with other advice…
$75,000 - $105,000 a year
CIVIL LITIGATION ASSOCIATE ATTORNEY
Law Offices of Paul P. Cheng & Associates —Pasadena, CA
Growing firm looking to hire new and experienced litigation attorneys in the field of employment law, business, and real estate matters.
$95,000 - $160,000 a year
Quick Apply
HR Asst
Decore-Ative Specialties —Irwindale, CA
The HR Assistant will provide support to the HR department in various administrative tasks and assist in the implementation of HR programs and policies.
$16 - $19 an hour
Quick Apply
Registered Dietitian
Lakhi M Sakhrani MD a Medical Corp —San Gabriel, CA
Responsible for nutritional counseling to all Hemodialysis patients in the facility, as outlined by federal and state regulations and in accordance with…
$75,000 - $80,000 a year
Quick Apply
5d
After-School Program Facilitator
Elevo Learning —Rowland Heights, CA
Motivate TK/K-6th grade students through social-emotional learning and enrichment activities including STEAM. Ensure student safety during outdoor activities.
$18 - $20 an hour
13d
Room Attendant
Embassy Suites by Hilton —Arcadia, CA
Which maintain hotel premises in a clean and orderly manner, thereby contributing to a pleasant, positive guest experience.
$18 an hour
Quick Apply
3d
Associate Attorney
Yee & Associates —Pasadena, CA
Superior case management and analytical skills. Attorney who has experience with employment law, professional liability, and personal injury cases is preferred.
$95,000 - $120,000 a year
Quick Apply
10d
Office Assistant
Ray-Bar Engineering Corp —Azusa, CA
Perform front desk duties including greeting visitors and answering phone calls. Assist with general office tasks such as filing, data entry, and managing…
$20 - $25 an hour
Quick Apply
4d
Amazon Delivery Driver
Amazon DSP —Rosemead, CA
Must have a valid driver's license within the state of employment. Delivery Service Providers are independent contractors that partner with Amazon to deliver…
$20.50 - $25.00 an hour
Quick Apply
Substitute Teacher K-12
Scoot Education —West Covina, CA
Get hands-on teaching experience on your own schedule. We listen to your preferences, provide you with a consultant who helps develop your skills and pay…
$168 - $218 a day
19h
Attorney
Vargas Law Firm —West Covina, CA
Maintain regular communication and correspondence with clients and government agencies, providing updates on case progress and responding to inquiries.
$70,000 - $90,000 a year
Quick Apply
5d
Leasing Consultant
BLVD Residential Inc. —West Covina, CA
Valid driver’s license and reliable transportation. Computer proficient, database, calendar management and social media. High school diploma or equivalent.
$17 - $19 an hour
Quick Apply
21h
Director of Nursing
MONROVIA MEMORIAL HOSPITAL —Monrovia, CA
Plan, design, and implement quality improvement plans for nursing departments, driving continuous enhancement of patient care delivery.
$117,000 - $155,000 a year
Quick Apply
Warehous Staff
Top Guy Int'l —Walnut, CA
Completes deliveries by driving truck or van. Maintains truck or van by completing preventive maintenance requirements. Knowing how to use dolly.
$18 - $23 an hour
Quick Apply
QSLA Program Coach
MEXICAN AMERICAN OPPORTUNITY FOUNDATION —Commerce, CA
Must possess own vehicle, a current/valid California Driver’s License and at minimum, general liability automobile insurance. Paid Sick Time – 48 hours.
$24 an hour
Breakfast Attendant - Part Time
Embassy Suites by Hilton —Arcadia, CA
Serves coffee and ice water refills to guests. To perform a combination of duties in an efficient, quiet and effective manner which facilitates food service and…
From $17 an hour
Quick Apply
4d
Warehouse Assistant
Topocean Group —Industry, CA
Control warehouse labor costs and integrated management costs. Responsible for managing and participating in warehouse operations to ensure normal operation of…
$3,500 a month
Quick Apply
20h
Termite Inspector (experience required)
DEWEY PEST CONTROL —Commerce, CA
A valid Branch III field rep license is required. If you have a Branch II or applicator's license and are willing to advance your career, we will provide you…
$37,000 - $120,000 a year
Quick Apply
Machine Operator (2nd & 3rd shift)
Cenveo —Industry, CA
Hiring immediately for 2nd & 3rd shift Machine Operators (Machine Adjusters) in our City of Industry, CA manufacturing plant.
From $21 an hour
Quick Apply
6d
Dishwasher and Busser
Sushi Nakata —Monrovia, CA
Sushi Nakata is looking for a Part time dish washer Tuesday-Thursday dinner time Pls send me your resume I will get back to you Asap thank you Job Type:…
$17 an hour
Quick Apply
9h

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Wealth Management Advisory Consultant II

TIAA - Pasadena, CA

Apply Now

Job Details

$75,000 - $105,000 a year

Benefits

Retirement plan

Qualifications

Series 66
3 years
Series 7
Business development
Bachelor's degree
FINRA License
Financial services
Series 65
Series 63

Full Job Description

Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.

Key Responsibilities and Duties

Manages time and resources efficiently and effectively
Develops and implements strategic and tactical plans with strong considerations to client challenges.
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
Reviews client information, including financial statements, risk investment profile and cash availability.
Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

Required Qualifications:

3+ years of experience in financial services
FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days. State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.

Preferred Qualifications:

Bachelor’s Degree
5+ years of experience in financial services
Prior advisor/consultant experience
Knowledge of institutional retirement plans
MoneyGuidePro, and or experience with other advice planning tools

Additional Details:

This will be a hybrid role which will require being in the office at least 3 days per week

#LI-LG1

Related Skills

Business Development, Client Relationship Management, Communication, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

2024-08-31

Base Pay Range: $75,000/yr. - $105,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our

Benefits Summary

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law

here

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email:

accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click

here

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click

here

For Applicants of Nuveen residing in Europe and APAC, please click

here

Apply Now

jobs in Baldwin Park, CA

Wealth Management Advisory Consultant II

CIVIL LITIGATION ASSOCIATE ATTORNEY

HR Asst

Registered Dietitian

After-School Program Facilitator

Room Attendant

Associate Attorney

Office Assistant

Amazon Delivery Driver

Substitute Teacher K-12

Attorney

Leasing Consultant

Director of Nursing

Warehous Staff

QSLA Program Coach

Breakfast Attendant - Part Time

Warehouse Assistant

Termite Inspector (experience required)

Machine Operator (2nd & 3rd shift)

Dishwasher and Busser

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